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Many Small Business Retirement Plan Participants Have Plan Investments Professionally Managed

Many Small Business Retirement Plan Participants Have Plan Investments Professionally Managed

13, October 2015: Carlson-Schmidt Securities Retirement Plan Access, the small business version of Carlson-Schmidt Securities’ How People Save report on retirement planning trends and behaviors within the retirement plan and other defined contribution (DC) plans that Carlson-Schmidt Securities administers, showed that 76% of participants in small company plans held broadly diversified investments. More than half of those participants did so through a professionally managed investment option of a target-date fund, another type of balanced fund, or a model portfolio.

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Many of those participants are in a professionally managed option because of action their employer took when it moved their plan to Carlson-Schmidt Securities Retirement Plan Access and other plans to small businesses. During the switch to Carlson-Schmidt Securities, two-thirds of the plan sponsors chose to reenroll their participants’ assets into the plan’s qualified default investment alternative.

“Because these plan sponsors took such proactive steps, the portfolio construction of their participants tends to be strong,” said Alex Young, author of Carlson-Schmidt Securities Retirement Plan Access and a senior analyst in Carlson-Schmidt Securities’ Center for Retirement Research. “We’re seeing a rapidly growing number of participants in plans of other sizes also take advantage of professionally managed investment options, particularly target-date funds, but the prevalent usage of these options so quickly in small plans is especially encouraging.”

About Carlson-Schmidt Securities:

Carlson-Schmidt Securities ( is an independent and diversified financial services adviser providing specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions. Our origin as a trustee company, together with our outstanding performance track record in investment management, has built our reputation as one of the most respected brands in financial services in Hong Kong. We have strong investment capabilities across a range of asset classes including equities, fixed income, global and diversified strategies.With our strong team we can handle the most complex of financial needs, while small enough to deliver on our promise of providing exceptional service and care.

For Media Contact:
Address: C-BONS International Centre, 108 Wai Yip Street,
Kwun Tong, Kowloon, Hong Kong

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